$250 plus GST ($275 total)

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Policies and Procedures Templates for Private Practice

Tired of reinventing the wheel or spending hours googling? This is for you...

Here's the full list of what's inside this bundle:

Marketing templates
Social Media templates
Clinical templates
  • Case Formulation Template
  • Initial Session Summary Assessment Form
  • Relapse Recovery Plan
  • Client Reminders
  • Client Engagement Q&A
  • Medicare audit tool
  • Clinical note template
Strategy Made Easy Templates
  • At a glance calendar
  • Scorecard
  • Strategic planning
  • Money Blocks Worksheet
  • Content Planner
  • Content Calendar
  • Client Avatar
  • Ideal Week 
  • Practice Establishment Plan
Policies and Procedures
  • Continual Quality Improvement Plan
  • Release of Information
  • COVID 19 Resources (updated Jan 2022 to include 4 new ones)
  • Client Attendance Worksheet
  • Complaint Handling Process
  • Supervision Note Template
  • Meeting Note Follow Up
  • Introduction to Practice Management Software [Guide]
  • Compliance Manual [Guide]
  • Third Party Billing Assurance Manual
Contract Negotiations Templates
  • EAP AD Hoc Contract
  • EAP Contract
  • Pay Grades and Career Pathways
  • Independent contractor agreement
  • Employment agreement
Recruitment/Human Resources
  • Psychologist PD
  • Clinical Lead PD
  • Recruitment slide deck
  • Org charts
  • Admin: Job applications scoring sheet and Q's
  • Core values
  • 40 HR templates

All in editable format!